# Open funds for US GV investors

**URL:** <https://community.nomadgate.com/t/open-funds-for-us-gv-investors/39276>\
**Category:** Portugal Golden Visa\
**Created:** [June 14, 2021, 10:13pm UTC](https://community.nomadgate.com/t/open-funds-for-us-gv-investors/39276 "2021-06-14T22:13:41Z")\
**Posts on this page:** 1\
**Showing post:** 93

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**Author:** ![cj807](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/c/fbc32d/32.png) [@cj807](https://community.nomadgate.com/u/cj807)\
**Post date:** [September 16, 2024, 12:14pm UTC](https://community.nomadgate.com/t/open-funds-for-us-gv-investors/39276/93 "2024-09-16T12:14:16Z")

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There seem to be four funds that invest in a broad portfolio of Portuguese equities. I’d strongly advise calling the funds/depositaries to check the eligibility for US persons (particularly BPI).

_BPI Portugal_  
Initial fee: 0%  
Annual fee: 1.195%  
AUM: £41.9m  
1y/3y/5y total return pa: 12.02%/12.33%/8.96%  
US eligible?: Common wisdom from several years ago was No, but I’m not aware anyone has actually asked them in recent years

_[IMGA](https://nomadgate.com/go/imga-portugal-fund?source=forum) Class R_  
Initial fee: 0%  
Annual fee: 2.175%  
AUM: £208.0m  
1y/3y/5y total return pa: 10.20%/10.04%/6.28%  
US eligible?: Yes according to various people on Nomadgate

_[Optimize](https://nomadgate.com/go/optimize-fund?source=forum) Portugal Global Opportunities_  
Initial fee: 1%  
Annual fee: 1.8%  
AUM: £19.8m  
1y/3y/5y total return: 8.95%/na/na  
US eligible?: Yes according to [Open Investment Fund options for US Citizen](https://community.nomadgate.com/t/open-investment-fund-options-for-us-citizen/57451)

_[Sixty Degrees](https://nomadgate.com/go/sixty-degrees-acoes?source=forum) Ações Portugal R_  
Initial fee: 2%  
Annual fee: 1.75%  
AUM: £8.8m  
1y/3y/5y total return: 9.78%/na/na  
US eligible?: Yes according to [Open Investment Fund options for US Citizen](https://community.nomadgate.com/t/open-investment-fund-options-for-us-citizen/57451)

Links below

> **[BPI Portugal - Fundo de Investimento Aberto de Ações, PTYPIGLM0000:EUR summary...](https://markets.ft.com/data/funds/tearsheet/summary?s=PTYPIGLM0000:EUR)**

> **[IMGA Ações Portugal R - Fundo de Investimento Aberto de Ações,...](https://markets.ft.com/data/funds/tearsheet/summary?s=PTIG1DHM0003:EUR)**

> **[Optimize Portugal Golden Opportunities Fund Fundo de Investimento Mobiliário...](https://markets.ft.com/data/funds/tearsheet/summary?s=PTOPZWHM0007:EUR)**

> **[Sixty Degrees Ações Portugal T FIMMA, PTSXYIHM0002:EUR assets and holdings -...](https://markets.ft.com/data/funds/tearsheet/holdings?s=PTSXYIHM0002:EUR)**

> **[Poupar e Investir | Fundo de Investimento BPI Portugal](https://www.bancobpi.pt/particulares/poupar-investir/fundos-de-investimento/bpi-portugal)**
>
> Invista de forma diversificada em acções nacionais. Para investidores com elevada tolerância ao risco.

> **[IM Gestão de Ativos](https://www.imga.pt/en/mutual-funds/equity/imga-a%C3%87%C3%95es-portugal)**

> **[Portugal Golden Opportunities – Optimize Investment Partners](https://optimize.pt/en/investment-funds/portugal-golden-opportunities/)**

> **[Sixty Degrees Ações Portugal](https://sixty-degrees.com/fundos/sixty-degrees-acoes-portugal/)**

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